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  • I believe that through knowledge and discipline, financial peace is possible for all of us. (Dave Ramsey)
  • We are programmed to succeed from birth but we deprogram ourselves with beliefs (Daniel Marques)
  • You get in life what you have the courage to ask for. -Nancy D. Solomon

private policy

View our Privacy Notice and/or Email Opt-Out Policy.

Our customers’ privacy concerns are of the utmost importance to us at Excelsior Marketing Insurance & Financial Services, your information will never be traded, shared* or sold.

*We will not share your personal information with anyone unless it is required by law orthere is a need to disclose information to process a transaction. We will share personalinformation with carriers with whom we have joint marketing agreements and/or contractsin order to obtain the products and/or services you have applied for, such as insuranceproducts, and annuities products. Some of the companies and persons who may obtain your personal information are banks, attorneys, insurance companies, insurance agents, registered broker/dealers, auditors, and/or regulators.

We do send periodic emails and your email address can be used to send to you information and updates pertaining to your needs for services you may be interested in. All of our emails use common email best practices. All of our emails contains easily opt-out links in the footer.
The online privacy policy applies only to information collected through our website and not to information collected offline.

Excelsior Marketing Insurance will always give you the option to decline to receive any further emails from us.

Our policy is to let users unsubscribe at any time.

Users can also opt to unsubscribe with the form at the bottom of this page, which will send a single email to the provided address for unsubscribe confirmation. By clicking on the confirmation link in that email, users can unsubscribe from any marketing pieces. Once unsubscribed, we will not resubscribe users without their consent.

This policy was last updated on May 2015.